Bank of Communications

Wealth Planning Manager

Bank of Communications
Full Time
Intermediate (3-6 years)
Bachelor
English

Job Description

Wealth Planning Manager

Duties

  • Provide full range of wealth management services to a designated portfolio of high-net-worth customer
  • Expand the existing client base by exploring potential customers in the market

Requirements

  • Degree holder or above, with 3 years' experience in handling investment portfolio  of affluent customers
  • Passes in MPF, Insurance and Securities Intermediaries Examinations (Qualified under SFO for handling Regulated Activities Type 1 & 4)
  • Possession of CFA or CFP qualifications is a definite advantage

E-mail: [email redacted, apply via Jobable]

Data held by the Bank relating to employment applications will be kept confidential and used only for consideration of applications. The Bank may also refer suitable applicants to other vacancies within the Group. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise. A copy of Personal Information Collection Statement is available on request.


Professional Qualifications

  • Certified Financial Planner (CFP)
  • CFA Level III / CFA Charterholder

Technical Skills

  • Portfolio Management
  • Wealth Management